Linking activity files

This tutorial explains how to link activity files to contacts in order to keep a record of important files.

1. Create an activity and upload a file.

2. Click on the uploaded file in the Activity Files section.

3. Select "File Settings" from the dropdown menu.

Linking activity files

 4. The "File Settings" gadget will open.

 Linking activity files

5. Scroll down to "Linked Contacts" and enter the name of the contact with whom you would like to link the file.

Linking activity files

6. Now the file will appear under 'file management' on the contact record.